Daniel “Dan” Loftus has been with the firm since November of 2017. Since joining the firm Dan has focused on providing income tax and financial planning strategies as well as the preparation of personal and fiduciary income tax returns. Dan also works on developing and drafting estate plans in connection with clients’ wishes. Prior to joining the firm he was employed by Cushing & Dolan in Waltham, Massachusetts, where he focused on the preparation of estate and gift tax returns.
Dan is a graduate of the University of Connecticut School of Law, where he graduated with a certificate in Taxation. He was admitted to both the Massachusetts Bar and New York Bar in 2017. Dan resides in Cambridge with his wife, Chloe.